DH Consulting Group of Raymond James
Our Firm in the Press
The PLANADVISER Top 100 Advisers
FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

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Top Financial Advisers 2016

Retirement Plan Adviser Large Team of the Year Finalist

All the services a successful retirement plan requires

There are many working parts to a corporate retirement plan, with many details and complexities that must be diligently addressed. There can be financial and legal consequences if anything is overlooked or poorly managed, so it is essential for your organization to find the most experienced, professional and objective guidance available. We pride ourselves on being that financial resource and offer the complete range of services necessary to establish and manage a well-run retirement plan.


Our total plan support includes:

  • Corporate retirement plan consulting
  • Unbiased selection of institutional funds
  • Sophisticated institutional fund monitoring and analysis
  • Comprehensive vendor searches for plan sponsors
  • Academically correct and robust investment performance analytic reviews
  • A 27-step Accredited Investment Fiduciary process using “best practices” within the industry today and our particular attention to ERISA 404(c) and behavioral finance 
  • Educational on-site enrollment meetings
  • Financial plans made available to plan participants at no additional cost (Commissions, fees and/or other charges will apply to any investment transactions.)
  • A toll-free number for plan participant advice
  • Corporate college savings (529) plans
  • Retirement, trust, estate and financial planning for plan participants

Frequency of service:

  • Quarterly written performance analytic reports
  • Quarterly investment performance meetings on site
  • Phone conferences at any time at no additional expense
  • Custom information, education and enrollment as needed


Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

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